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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2025-05-15 (Q1 2025) | Holdings: 38 | Value: $975.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| META - META PLATFORMS INC | Add 56% ($28.8M) | 8.27% | $80.7M | +15.09% | |||
| XYZ - BLOCK INC | New Purchase | 5.85% | $57.0M | ||||
| SNOW - SNOWFLAKE INC | Add 200% ($35.1M) | 5.40% | $52.6M | ||||
| CSCO - CISCO SYS INC | Add 100% ($24.7M) | 5.06% | $49.4M | +7.42% | |||
| FLUT - FLUTTER ENTMT PLC | Add 16% ($6.7M) | 5.00% | $48.7M | +13.77% | |||
| TEAM - ATLASSIAN CORPORATION | Add 471% ($35.0M) | 4.35% | $42.4M | ||||
| BKNG - BOOKING HOLDINGS INC | Add 200% ($27.6M) | 4.25% | $41.5M | ||||
| ROKU - ROKU INC | Add 171% ($23.3M) | 3.79% | $37.0M | +23.69% | |||
| JD - JD.COM INC | Reduce 39% $(21.4M) | 3.37% | $32.9M | -2.39% | |||
| NFLX - NETFLIX INC | New Purchase | 3.35% | $32.6M | +10.89% | |||
| EXPE - EXPEDIA GROUP INC | Add 217% ($21.9M) | 3.28% | $31.9M | ||||
| CVNA - CARVANA CO | Add 50% ($10.5M) | 3.22% | $31.4M | +6.51% | |||
| INTU - INTUIT | New Purchase | 3.21% | $31.3M | +15.42% | |||
| QCOM - QUALCOMM INC | Add 100% ($15.4M) | 3.15% | $30.7M | +4.33% | |||
| AFRM - AFFIRM HLDGS INC | Add 99% ($13.5M) | 2.78% | $27.1M | +30.51% | |||
| SE - SEA LTD | New Purchase | 2.68% | $26.1M | ||||
| FOXA - FOX CORP | Add 40% ($6.8M) | 2.44% | $23.8M | +2.38% | |||
| IBIT - ISHARES BITCOIN TRUST ETF | Add 1203% ($21.1M) | 2.34% | $22.8M | ||||
| DKNG - DRAFTKINGS INC NEW | Add 1100% ($18.3M) | 2.04% | $19.9M | +16.64% | |||
| DDOG - DATADOG INC | Add 100% ($9.9M) | 2.03% | $19.8M | +12.01% | |||
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 2.03% | $19.8M | ||||
| PYPL - PAYPAL HLDGS INC | Add 30% ($4.6M) | 2.01% | $19.6M | ||||
| RDDT - REDDIT INC | New Purchase | 1.94% | $18.9M | +21.71% | |||
| ESTC - ELASTIC N V | Add 40% ($5.3M) | 1.92% | $18.7M | -10.26% | |||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 21% $(5.0M) | 1.87% | $18.3M | +17.83% | |||
| WDC - WESTERN DIGITAL CORP | Add 167% ($10.1M) | 1.66% | $16.2M | +26.82% | |||
| CART - MAPLEBEAR INC | Add 78% ($7.0M) | 1.64% | $16.0M | ||||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 1.58% | $15.4M | +21.80% | |||
| DASH - DOORDASH INC | Add 7% ($913.9K) | 1.50% | $14.6M | +22.38% | |||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 1.49% | $14.6M | +1.08% | |||
| ARKK - ARK ETF TR | New Purchase | 1.32% | $12.8M | +21.93% | |||
| MU - MICRON TECHNOLOGY INC | New Purchase | 1.16% | $11.3M | +30.09% | |||
| TTD - THE TRADE DESK INC | New Purchase | 1.13% | $11.0M | -10.54% | |||
| BEKE - KE HLDGS INC | New Purchase | 1.08% | $10.5M | -2.93% | |||
| DOCU - DOCUSIGN INC | New Purchase | 0.92% | $9.0M | -16.09% | |||
| PTON - PELOTON INTERACTIVE INC | New Purchase | 0.71% | $7.0M | ||||
| VOO - VANGUARD INDEX FDS | Reduce 62% $(2.3M) | 0.14% | $1.4M | +4.32% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 0.05% | $468.9K | +5.39% | |||
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 100% | 0.00% | $0.00 | ||||
| SOFI - SOFI TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| WMG - WARNER MUSIC GROUP CORP | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| GRAB - GRAB HOLDINGS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| CPNG - COUPANG INC | Reduce 100% | 0.00% | $0.00 | ||||
| ANET - ARISTA NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||